Wealth Advisor Development Program

Bank of America; Oklahoma City (OK); On-site; Full time

Benefits offered by this job

World-class training and onboarding programs

One-on-one coaching from award-winning Academy

Collaboration with core banking and investment partners

Job summary

A prominent financial services provider is looking for a Financial Advisor in the Advisor Development Program. In this role, you will build relationships with high-net worth individuals, understand their needs, and provide tailored investment advice. Candidates should hold relevant licenses and have experience in financial services. This is an in-office role with opportunities for professional development and mentorship. The position requires strong communication skills and an entrepreneurial mindset.

Qualifications

• 1+ year experience in financial services and/or sales environment.
• Holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Exceptional interpersonal and relationship building skills.

Responsibilities

• Work with high-net worth clients to identify needs and deliver recommendations.
• Develop a book of business and meet established performance hurdles.
• Document interactions and opportunities in Salesforce.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor's degree

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A prominent financial services provider is looking for a Financial Advisor in the Advisor Development Program. In this role, you will build relationships with high-net worth individuals, understand their needs, and provide tailored investment advice. Candidates should hold relevant licenses and have experience in financial services. This is an in-office role with opportunities for professional development and mentorship. The position requires strong communication skills and an entrepreneurial mindset.